PSA Data Dictionary

Utilization_Calculation__c

Label: Utilization Calculation

A container object that holds information on resource utilization at a single point in time. Utilization calculation, detail, and (optionally) summary records are created when you calculate utilization for a resource, region, practice, or group. FinancialForce PSA calculates utilization as a percentage: the number of hours resources have billed, divided into the number of billable hours in a given time period. If configured, utilization also calculates the number of hours resources are assigned in the future (held against resource requests), or aggregates requested and assigned hours by role. Run utilization reports on the information stored in this object to understand how utilized your resources are in comparison with their work calendar hours.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
Batch_Id_Unheld_Calc__c Batch Id Unheld Calc Pre-Spring 2018 Text(20)
Batch_Id__c Batch Id Pre-Spring 2018 An internal field used by PSE - not intended for display to users.

Text(20)
Calculate_Historical_Utilization__c Calculate Historical Utilization Pre-Spring 2018 Checkbox false
Calculate_Scheduled_Utilization__c Calculate Scheduled Utilization Pre-Spring 2018 Checkbox false
Default_Opportunity_Probability__c Default Opportunity Probability Pre-Spring 2018 Where resource requests (on the region, practice or group on which the utilization calculation is run) do not have a value for Probability (%) on the linked opportunity, determines the default percentage value to use to weight held and unheld hours. The default value is 100.

Percent(3,0)
Delete_Prior_Calculation__c Delete Prior Calculation Pre-Spring 2018 When selected, the previous calculations and details are deleted when utilization is calculated. Whether the calculation is deleted also depends on the combination of RPG, resource, and time period, or the time period parent combination. This option is applicable when the current utilization calculation is the master and uses the same logic as clearing the Is Report Master checkbox.

Checkbox false
Deleted_Date__c Deleted Date Spring 2019 Indicates the date on which the record was deleted as a result of selecting Delete Prior Calculation.

Date
Error_Details__c Error Details Pre-Spring 2018 Details of errors that occurred during processing. Not intended for display.

LongTextArea(32000)
Excluded_Roles__c Excluded Roles Fall 2019 Enables you to select the roles that do not require utilization summary records to be created.

MultiselectPicklist:
Architect
Business Analyst
Client Manager
Consultant
Contractor
Executive
Project Manager
Senior Consultant
Trainer
Group__c Group Pre-Spring 2018 Looks up to: Grp__c
Lookup
Historical_Utilization_Cut_Off_Date__c Historical Utilization Cut-Off Date Pre-Spring 2018 Picklist:
End of Last Week
End of This Week
Today
Historical_Utilization_End_Date__c Historical Utilization End Date Pre-Spring 2018 Date
Historical_Utilization_Start_Date__c Historical Utilization Start Date Pre-Spring 2018 Date
Include_Sublevels__c Include Sublevels Pre-Spring 2018 Checkbox false
Include_Sublevels_in_Subtotals__c Include Sublevels in Subtotals Pre-Spring 2018 Should subtotals be calculated for all sub levels of the selected subtotal by R/P/G

Checkbox false
Is_Report_Master__c Is Report Master Pre-Spring 2018 Checkbox false
Minimum_Opportunity_Probability__c Minimum Opportunity Probability Pre-Spring 2018 Where resource requests (on the region, practice or group on which the utilization calculation is run) have a value for Probability (%) on the linked opportunity, determines the minimum threshold below which opportunity probability is not considered when calculating capacity demand by role. The default value is 0.

Percent(3,0)
Practice__c Practice Pre-Spring 2018 Looks up to: Practice__c
Lookup
Region__c Region Pre-Spring 2018 Looks up to: Region__c
Lookup
Resource__c Resource Pre-Spring 2018 Looks up to: Contact

Lookup
Scheduled_Utilization_End_Date__c Scheduled Utilization End Date Pre-Spring 2018 Date
Scheduled_Utilization_Start_Date__c Scheduled Utilization Start Date Pre-Spring 2018 Date
Status__c Status Pre-Spring 2018 Picklist:
Complete
Error Occurred
In Progress
Not Started
Subtotal_by_Group__c Subtotal by Group Pre-Spring 2018 Looks up to: Grp__c
Lookup
Subtotal_by_Practice__c Subtotal by Practice Pre-Spring 2018 Looks up to: Practice__c
Lookup
Subtotal_by_Region__c Subtotal by Region Pre-Spring 2018 Looks up to: Region__c
Lookup
Time_Period_Types__c Time Period Types Pre-Spring 2018 MultiselectPicklist:
Month
Quarter
Week
Year
Time_Period__c Time Period Pre-Spring 2018 Looks up to: Time_Period__c
Lookup
Type__c Type Pre-Spring 2018 Picklist:
Current Month and Last Month
Current Month and Next Month
Current Quarter and Last Quarter
Current Quarter and Next Quarter
Current Week and Last Week
Current Week and Next Week
Current Year and Last Year
Current Year and Next Year
Last Month
Last Quarter
Last Week
Last Year
Last
Current and Next Month
Last
Current and Next Quarter
Last
Current and Next Week
Last
Current and Next Year
Month Forecast
Month to Date
Next Month
Next Quarter
Next Week
Next Year
Quarter Forecast
Quarter to Date
Week Forecast
Week to Date
Year Forecast
Year to Date


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